The Investment Ecosystem
investmentecosystem.com
The Investment Ecosystem
@investmentecosystem.com
Good links from around the investment ecosystem.

For more innovative ideas for you and your organization, go to https://investmentecosystem.com/ for differentiated consulting, training, and content.
November 19, 2025 at 8:54 PM
November 19, 2025 at 12:57 AM
This Fortnightly has sections on cockroaches, ESG, gold, 13Fs, lone wolf analysts, factor investing, and much more.

investmentecosystem.com/2025/11/17/a...
November 18, 2025 at 1:37 PM
A reader's note to @johnauthers.bsky.social:
November 13, 2025 at 1:09 PM
A bag full of fresh, hearty readings (not leftover candy) in the latest Investment Ecosystem Fortnightly:

investmentecosystem.com/2025/11/03/a...
November 4, 2025 at 1:56 PM
Back at it after a break, with another edition of investment reads of note.

investmentecosystem.com/2025/10/20/c...
October 21, 2025 at 3:30 PM
Re: First Brands, from @financialtimes.com.
September 25, 2025 at 2:40 PM
Who does it best? Humans? Machines? Wounded lions?

Those and more in the latest Fortnightly.

investmentecosystem.com/2025/09/22/h...
September 23, 2025 at 3:27 PM
Lots of good reads in the latest Investment Ecosystem Fortnightly.

investmentecosystem.com/2025/09/08/b...
September 9, 2025 at 3:19 PM
September 8, 2025 at 5:43 PM
Opening paragraph of www.bloomberg.com/news/article....
September 6, 2025 at 5:42 PM
It's the latest Fortnightly, with great reads about what's happening in the world of investments.

investmentecosystem.com/2025/08/25/t...
August 26, 2025 at 1:58 PM
August 19, 2025 at 5:30 PM
A great set of investment reads:

investmentecosystem.com/2025/08/11/a...
August 13, 2025 at 2:42 PM
Since April, back to the old playbook.

Via @johnauthers.bsky.social.
August 7, 2025 at 12:01 PM
From @matt-levine.bsky.social on UBS product (a specific case of a common sell-side approach story).
July 29, 2025 at 6:34 PM
The latest edition of the Fortnightly is out.

Ideas from all sorts of nodes in the investment ecosystem.

investmentecosystem.com/2025/07/14/t...
July 15, 2025 at 3:18 PM
Junk isn't as junky as it once was, but high yield spreads, like other risk markets, are very complacent right now.
July 14, 2025 at 8:21 PM
@matt-levine.bsky.social hits the nail on the head.
June 18, 2025 at 7:24 PM
The Fortnightly finds good readings from across the investment spectrum on issuses and ideas of interst. The latest:

investmentecosystem.com/2025/06/16/p...
June 17, 2025 at 2:55 PM
Hedge fund flows.
June 16, 2025 at 5:00 PM
From Bain's midyear PE report.

www.bain.com/insights/pri...
June 5, 2025 at 2:11 PM
Great excerpt via Santangel.
June 4, 2025 at 6:17 PM
Pay to play in action. Via @citywire.bsky.social.
June 4, 2025 at 11:05 AM
June 3, 2025 at 6:09 PM